Google Gemma 3 on a Form 1040, page 1
Red outline: private detail left visibleBlue outline: over-redaction
Google Gemma 3 hid the income, breaking any financial analysis, and exposed a dependent's name.
For professionals · Investment advisors
Ask Ai about client portfolios without handing it your client's identity
A second opinion from Ai can catch what you missed. Cover takes your client's identity out first. Ai gets the figures, not the client.
- Financial advisors
- RIAs
- Wealth managers
- Fiduciaries
How it works
Stop leaking your client's identity to Ai
Drag the brokerage statement into Cover, then drag the redacted copy into your Ai chat. Get a second opinion while keeping your client's identity private.
Animation: Stock taxes.pdf is dragged into Cover, which replaces each private detail on the page with a label (ACCT_1, NAME_1, SSN_1). The redacted copy is dragged into an Ai chat with a question, and the Ai answers using the labels.
The brokerage statement as the Ai receives it, Stock taxes-redacted.pdf: Form 1099-DIV Dividends and Distributions · Copy B 2025 Recipient’s name [NAME_1] 1a Ordinary dividends $3,412.08 Recipient’s TIN [SSN_1] 1b Qualified dividends $2,980.55 Account number [ACCT_1] 2a Capital gain distr. $1,204.00 +$8,640 Net gain, 2025
Question: Did I net a gain or loss across these accounts?
The Ai's answer: [NAME_1] netted a gain of $8,640. Long-term gains more than covered the $1,215 short-term loss.
Try it on your own document: drop a PDF into Cover for Web and see what it redacts.
Second opinions
Ask what you'd ask a colleague
Drop the redacted statement into Ai and ask about your client's portfolio.
Allocation and risk
How risky is this allocation for someone retiring in five years?
Fairly risky. 72% in stocks is a lot for someone five years from retiring.
Income
How much income does this portfolio pay each year?
About $39,600 a year.
Retirement spending
How much can they spend each year once they retire at 65?
About $60,000 a year lasts past 95.
Guardrails
How would a guardrails strategy change what they spend each year?
Cut to $48,600 in the down years, raised to $71,200 as the portfolio recovers.
Simulated answers.
Privacy
Nothing is uploaded
Cloud redaction tools
The document goes to someone else's servers before anything is redacted.
Cover
Nothing is uploaded. Personal identifiers are removed before the document goes anywhere.
Why it matters
Why advisors redact first
- FINRA Notice 24-09Names customer data leaking through Ai prompts as a risk of generative Ai.
- Your firm's rules on client dataRegulation S-P and your own policies still apply when a client's document goes into an Ai tool.
- KitcesRecommends redacting client documents automatically before they go into Ai.
Benchmark
Real results on financial documents
Few redaction tools show any proof they work. In our tests, most redacted dollar amounts, so Ai can't read the figures it needs for financial analysis.
America.gov PII filter on a UBS portfolio summary, page 12
Red outline: private detail left visibleBlue outline: over-redaction
America.gov PII filter over-redacted the CD holding's details and left the account number exposed.
Apple Intelligence on a Wells Fargo statement, page 1
Red outline: private detail left visibleBlue outline: over-redaction
Apple Intelligence redacted nothing on the page and left every private detail visible.
Tested on 11 real financial documents: every local Ai engine left 8 to 50 of 74 private details visible. Cover left 0.
See how Cover's redaction engine hides your personal information vs the best local Ai engines
Questions
I manage money for clients. Can I use this on a client's statements?
Yes. It's the responsible way to do it: the client's names and account numbers come out before an Ai reviews the statements, and nothing is uploaded.
Does Cover handle a long consolidated 1099?
Yes. There's no page limit. A longer document just takes longer.
Is Cover a compliance tool?
Not on its own. It's one control: it keeps client details out of the Ai and off other servers, and your compliance team decides how it fits.
Can I use it on a prospect's held-away statements?
Yes. Redact them before the first meeting, and the Ai works from labels instead of the prospect's names and account numbers.
More: Tax notice · Bank statement · Medical records · Investments · Lease · Mortgage · Cover vs Adobe Acrobat
For professionals: For attorneys · For HR teams · For FOIA and public records · For tax preparers